Mark bid accepted and create scheduling task for proposals
Mark bid accepted and create scheduling task for proposals
Your bids lack categorized service totals, making scheduling unclear and delaying crew assignment. It updates the bid, posts category totals, and creates a scheduling task for same-day dispatch.
Overview
When a pending bid becomes accepted, this flow gives your owners and schedulers parsed category totals and a ready scheduling task so crews aren't left guessing. It removes manual copying and ensures jobs are dispatch-ready within minutes for same-day service.